Appleton Partners’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,688
| Closed | -$202K | – | 293 |
|
|
2022
Q2 | $202K | Hold |
2,688
| – | – | 0.02% | 291 |
|
|
2022
Q1 | $214K | Sell |
2,688
-190
| -7% | -$15.1K | 0.02% | 295 |
|
|
2021
Q4 | $244K | Sell |
2,878
-282
| -9% | -$23.9K | 0.02% | 286 |
|
|
2021
Q3 | $270K | Buy |
3,160
+600
| +23% | +$51.3K | 0.02% | 258 |
|
|
2021
Q2 | $220K | Sell |
2,560
-300
| -10% | -$25.8K | 0.02% | 279 |
|
|
2021
Q1 | $242K | Hold |
2,860
| – | – | 0.02% | 262 |
|
|
2020
Q4 | $252K | Buy |
+2,860
| New | +$252K | 0.02% | 247 |
|